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Disclosery

LQD ISHARES TR

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SHS (fund)

1,042 managers (1,055 13F filers) reported a position in LQD shares at 2025-09-30, 269,509,573 shares in all. 85 filers opened a position and 82 filers sold out during the quarter.

Managers
1,042
13F filers
1,055
New
85
Added
429
Reduced
359
Sold out
82
Shares held by filers
269,509,573

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Luminist Capital LLC56$6.28K0.01%-17513F-HRTimeline
Graney & King, LLC55$6.13K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.54$6.07K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.51$5.68K0.01%013F-HRTimeline
Grey Fox Wealth Advisors, LLC50$5.57K<0.01%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.48$5.35K<0.01%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…47$5.24K<0.01%+213F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …43$4.79K<0.01%13F-HRTimelineGroup
Gould Capital, LLC40$4.46K<0.01%-5313F-HRTimeline
Private Wealth Management Group, LLC38$4.24K<0.01%new13F-HRTimeline
Atlantic Private Wealth, LLC36$3.98K<0.01%+113F-HRTimeline
Collier Financial33$3.65K<0.01%13F-HRTimeline
Raleigh Capital Management Inc.30$3.34K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.28$3.12K<0.01%-1313F-HR/ATimeline
Strategic Investment Solutions, Inc. /IL25$2.8K<0.01%013F-HRTimeline
Blume Capital Management, Inc.25$2.79K<0.01%new13F-HRTimeline
Innovative Advisory Group, LLC25$2.79K<0.01%013F-HRTimeline
Founders Capital Management23$2.58K<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC23$2.56K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC22$2.45K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST20$2.23K<0.01%013F-HRTimeline
FSA Wealth Management LLC20$2.23K<0.01%013F-HRTimeline
NFSG Corp20$2.23K<0.01%-613F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…18$2.01K<0.01%013F-HRTimelineGroup
MGB Wealth Management, LLC18$1.99K<0.01%013F-HRTimeline
Catherine Avery Investment Management L…17$1.9K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC14$1.56K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC14$1.56K<0.01%013F-HRTimeline
Robinswood Financial LLC13$1.45K<0.01%013F-HRTimeline
Noble Wealth Management PBC11$1.23K<0.01%13F-HRTimeline
Asset Dedication, LLC9$1K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7$780<0.01%-99613F-HRTimelineGroup
Wealth Watch Advisors, INC5$557<0.01%new13F-HRTimeline
MTM Investment Management, LLC4$446<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.3$335<0.01%-2213F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1$111<0.01%-2113F-HRTimelineGroup
High Note Wealth, LLC0$54<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Silicon Valley Capital Partners0$18<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
HANTZ FINANCIAL SERVICES, INC.4$00%-9713F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
Bradley & Co. Private Wealth Management…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Clark Wealth Partners0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Strategic Investment Advisors / MI98$11.7M-128,52113F-HR/ATimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.